Europe’s smaller companies provide a rich hunting ground for investors looking to increase diversification, boost performance potential and access the fastest-growing parts of the economy.
Access European smaller companies with specific business models.
Bolstered by 700 company management meetings a year, our deep coverage of the universe and sector specialists help us identify quality smaller companies with specific business models.
Long-term approach to growth.
Typical 3-5 year holding period allows us to benefit from small caps’ secular growth characteristics.
Benefit from experienced small cap management team.
Our investment ideas are generated by a team with an average 12 years’ experience investing in small caps; bringing specialised small cap expertise and market cycle experience.
" We identify specific business models
to determine long-term growth potential
of smaller companies "
WHO IS IT FOR? INVESTORS:
› Seeking a core allocation to European smaller companies
› Taking a long-term approach to equity investment
› Considering portfolio diversification
WHY AXA INVESTMENT MANAGERS?
› Our exceptional research capability unlocks more investment opportunitiess
› We believe that our small cap DNA fosters long-term performance
› Range of complementary small cap solutions for different investor preferencesn
Investing in small caps can carry risks. The Fund is exposed to potential risks that include notably credit, liquidity, counterparty, derivatives and leverage risk. Investors are advised to refer to the Fund’s documentation for a more detailed description of the product, including risk considerations.
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This communication is for informational purposes only and does not constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services and should not be considered as a solicitation or as investment, legal or tax advice. Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.
Before making an investment, investors should read the relevant Prospectus and the Key Investor Information Document / scheme documents, which provide full product details including investment charges and risks. The information contained herein is not a substitute for those documents or for independent advice. Past performance is not a guide to future performance. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding.
This document has been edited by : AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 7 Newgate Street, London EC1A 7NX. In other jurisdictions, this document is issued AXA Investment Managers SA’s affiliates in those countries. Investors in those countries must note that the products or strategies discussed in this document may not be registered nor available in their countries. Please check the countries in which they are registered with the asset manager.
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